Read the account context
Gather authorized billing information and distinguish a balance, an estimate and an observed payment.
BILLING & PAYMENTS
Make billing follow-up
easier to manage.
Connect billing information, patient communication and payment status in one administrative workflow, with secure payment handoff when a transaction is needed.
Talk to us about billing & paymentshandofBilling & payments agent
AGENT WORKSPACE WORK QUEUE
Billing & payments
✓Billing context retrieved
✓Patient question addressed
✓Secure handoff prepared
✓Payment status reconciled
Every step connected to the case.
Keep the answer connected to the account.
Billing work can move from a record to a call to a payment page. Handof keeps those steps connected so your team can see what happened and what still needs attention.
WHAT YOUR AGENTS CAN DO
Take the repeated steps
off your team’s plate.
01
Gather the context behind a billing question
02
Support approved billing communication
03
Route payments through a secure handoff
04
Match returned payment status to the case
HOW IT WORKS
Clearer conversations.
Connected payment status.
Connect the conversation
Use the configured communication workflow and payment handoff when appropriate.
Update the status
Match the returned result to the case and route uncertain or unmatched outcomes for review.
Billing communicationAccount contextPayment handoffStatus matchingFollow-upException review
A few things
you may be wondering.
Does the voice agent collect card details?
Payment requests use a separate configured secure flow. Sensitive card details should not be shared in ordinary call notes or website inquiries.
Can it connect to our payment provider?
The payment service, authorization and reconciliation rules are configured and verified for the intended deployment.